Purchases and Sales Made in Q4 2025 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2025. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
271K+ 593.91% |
$19.3M - $20.8M
|
316K
$24M
|
|
|
Jan 16, 2026
Q4 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
47.8K+ 40.79% |
$3.41M - $3.68M
|
165K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
38KNew |
$2.72M - $2.93M
|
38K
$2.88M
|
|
|
Jan 22, 2026
Q4 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
36K+ 101.94% |
$2.57M - $2.77M
|
71.2K
$5.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.2KNew |
$2.16M - $2.33M
|
30.2K
$2.29M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 119.68% |
$1.66M - $1.79M
|
42.7K
$3.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
19.1K+ 45.47% |
$1.36M - $1.47M
|
61K
$4.62M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
14.9KNew |
$1.06M - $1.15M
|
14.9K
$1.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.2K+ 26.43% |
$798K - $861K
|
53.5K
$4.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
9.63KNew |
$687K - $741K
|
9.63K
$729K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
8.86K+ 55.91% |
$632K - $682K
|
24.7K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.44K+ 47.03% |
$603K - $650K
|
26.4K
$2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
6.72K+ 8.45% |
$480K - $518K
|
86.3K
$6.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
6.61KNew |
$472K - $509K
|
6.61K
$501K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.82K+ 26.97% |
$415K - $448K
|
27.4K
$2.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.36K+ 30.13% |
$383K - $413K
|
23.2K
$1.75M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.83K+ 24.7% |
$345K - $372K
|
24.4K
$1.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.21KNew |
$301K - $324K
|
4.21K
$319K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
4.09KNew |
$292K - $315K
|
4.09K
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4KNew |
$286K - $308K
|
4K
$303K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.79KNew |
$270K - $291K
|
3.79K
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.61K+ 14.97% |
$258K - $278K
|
27.7K
$2.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.39K+ 37.01% |
$242K - $261K
|
12.6K
$952K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.37KNew |
$240K - $259K
|
3.37K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.32KNew |
$237K - $256K
|
3.32K
$251K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$233K - $251K
|
3.26K
$247K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
3.09K+ 13.47% |
$221K - $238K
|
26.1K
$1.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
3.09KNew |
$220K - $238K
|
3.09K
$234K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.93KNew |
$209K - $226K
|
2.93K
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.93KNew |
$209K - $226K
|
2.93K
$222K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.87KNew |
$205K - $221K
|
2.87K
$217K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.81K+ 11.83% |
$201K - $217K
|
26.6K
$2.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.76KNew |
$197K - $213K
|
2.76K
$209K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.68K+ 22.86% |
$191K - $206K
|
14.4K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.37K+ 24.57% |
$169K - $183K
|
12K
$911K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.25K+ 36.75% |
$161K - $173K
|
8.38K
$635K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.92K+ 49.93% |
$137K - $148K
|
5.76K
$437K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.9KNew |
$135K - $146K
|
1.9K
$144K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.89KNew |
$135K - $145K
|
1.89K
$143K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
1.86K+ 8.95% |
$133K - $143K
|
22.7K
$1.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.56K+ 0.68% |
$111K - $120K
|
231K
$17.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 12.54% |
$105K - $113K
|
13.1K
$996K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.27K+ 13.53% |
$90.7K - $97.9K
|
10.7K
$808K
|
|
|
Jan 21, 2026
Q4 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.27K+ 17.15% |
$90.6K - $97.7K
|
8.67K
$657K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.25K+ 29.4% |
$89K - $96K
|
5.49K
$416K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 4.31% |
$88.6K - $95.6K
|
30K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.21K+ 2.02% |
$86.1K - $92.9K
|
61K
$4.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.16K+ 40.89% |
$82.9K - $89.4K
|
4K
$303K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.06K+ 7.57% |
$75.5K - $81.5K
|
15K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
1.04K+ 3.43% |
$74.4K - $80.2K
|
31.4K
$2.38M
|
|